Marvel Morgan
Marvel Morgan is a registered investment advisor at Scs, based in Bellevue, WA, with 26 years of industry experience. Marvel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,493 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.5% based on assets under management. For the LPL Model Wealth Portfolios program, the total account fee is subject to a maximum of 1.75%, with SCS's portion no more than 1.5%. Fees are negotiable.
Fee Estimator
Location
10900 NE 8th Street, 15th Floor - Suite 1550, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Marvel operates Sound Consulting Services and SCS as DBAs for their LPL business. Marvel also provides investment advisory services through SCS, dedicating about a quarter of their time, and is an insurance producer with Ash Brokerage, spending a few hours per week.
Employment History
Current Registrations
Scs
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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